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Advisor Tech Talk: 12/14/21

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BlackRock is redirecting trillions of ETF assets from State Street and spreading it across a handful of custodians. It may be Q4, but firms are busy making acquisitions and hiring fresh talent. Charting software integrated across a trio of platforms will support advisors in making investment decisions for clients. Advisors will have more ways to access annuity products. Below is a roundup of the latest press releases.

Advisor Tech Talk: 12/7/21

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The Thanksgiving holiday may be over, but there is a feast happening in the advisor tech space. Financial advisors have access to a new crypto index for retail investors. Retirements are up and so are client incomes. AI is powering more wealth management support functions. And firms are making acquisitions right up to the end of the year.  
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Popcorn, Humanitarian-Focused DeFi Platform, Raises $5.8M in Token Launch Auction; $11.2M Raised Total

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()BOSTON, MA) Popcorn, a decentralized finance (DeFi) platform that leverages DeFi yield generation strategies to simultaneously create positive social impact, has successfully completed their Token Launch Auction (TLA), raising $5.8 million USD. In total, Popcorn has raised $11.2 million in their fundraising efforts and has the crypto community hopeful for Popcorn’s leadership to pioneer social benefit through DeFi.

Fintech Luminaries – Meet Brad Roth of THOR Financial Technologies

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For our latest FINTECH LUMINARIES feature, we'd like you to meet Brad Roth of THOR Financial Technologies, which provides solutions that enables advisors to deploy their client portfolios in a more intelligent way with a main focus on managing risk.

Advisor Tech Talk: 11/16/21

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Advisors are partnering up to harness each other’s strengths and capabilities. Crypto has muscled its way into the retirement conversation. And artificial intelligence is making it easier than ever for advisors to connect with prospects.  

REAL CLEAR CRYPTO: How Dogecoin Could Become The Peoples’ Money

According to the American Kennel Club, the Shiba Inu is an ancient breed of dog. In modern times, it also happens to be the face of an $81 billion dollar cryptocurrency named Dogecoin.

Advisor Tech Talk: 11/9/21

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The metaverse is now accessible to financial advisors. Assessing a client’s risk/return profile is becoming an increasingly digital phenomenon. Wealth managers are taking client engagement to the next level. And bitcoin is becoming more accessible to advisors.

REAL CLEAR CRYPTO: A Financial Threat – or Opportunity

The greatest incentive for the investing public to dabble in cryptocurrencies is the potential for continued returns, according to Nathan Frankovitz, a blockchain analyst at Sarson Funds.

TheALTinvestor: Real Estate Crowdfunding Firm CalTier Launches Alternatives Investing Platform

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CalTier, a private real estate crowdfunding investment specialist, has built an alternative investing platform that can be accessed by nearly any investor even from their cell phone.

Episode 36: The Economic Impact of the Imminent InterGENDERational Wealth Transfer

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DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...